Ursprung des Netzwerks ersten Grades von Philip A. Schwartz
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.
204
| Subsidiary | Investment Managers | 204 |
Voya Investments LLC
 Voya Investments LLC Investment ManagersFinance Voya Investments LLC (VIL) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The predecessor of VIL began business as an investment adviser in 1994. In 2001, the name of the investment adviser changed from Pilgrim Investments, Inc. to ING Pilgrim Investments LLC. They became ING Investments LLC in 2002 and Voya Investments LLC in 2014. The firm is a wholly-owned subsidiary of Voya Funds Services LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). VIL serves as an investment adviser for certain open- and closed-end registered investment companies and to certain Cayman Islands-based CLOs.
13
| Subsidiary | Investment Managers | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Philip A. Schwartz
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Head-Equity Investments Chief Executive Officer Chief Investment Officer Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Director of Research - Fxd Inc Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director of Research - Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Doctorate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Portfolio Manager-Equities | |
| Arizona State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Doctorate Degree Undergraduate Degree Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| VOYA GLOBAL EQUITY DIVIDEND AND PREMIUM OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member President Corporate Officer/Principal Corporate Officer/Principal | |
| VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Doctorate Degree | |
ING Investment Management Americas
 ING Investment Management Americas Investment ManagersFinance ING Investment Management Americas provides investment management services. The firm offers investment services to corporations, pension funds, mutual funds, healthcare organizations and insurance firms. The company is headquartered in Hartford, CT. | Investment Managers | Chief Executive Officer Chief Operating Officer Director/Board Member | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Portfolio Manager-Equities Chief Operating Officer President | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Trading-Equity Corporate Officer/Principal Analyst-Equity | |
| Thunderbird School of Global Management | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Georgia State University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| The State University of New York | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| University of Connecticut | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
| VOYA EMERGING MARKETS HIGH DIVIDEND EQUITY FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Equities Sales & Marketing | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
| VOYA NATURAL RESOURCES EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Equities | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Director/Board Member Director/Board Member | |
| VOYA SENIOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of Hartford | College/University | Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| University of South Florida | College/University | Undergraduate Degree Doctorate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin Doctorate Degree |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Consumer Services | 23 |
| Finance | 20 |
| Miscellaneous | 9 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 162 |
| Analyst-Equity | 91 |
| Portfolio Manager-Equities | 91 |
| Undergraduate Degree | 90 |
| Director/Board Member | 73 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Adrian Jones | 36 |
| Robert Crispin | 25 |
| Ryan A. Franco | 21 |
| Ritson Ferguson | 18 |
| Christine Lynn Hurtsellers | 16 |
| Gregory McGreevey | 14 |
| Andrew Gundlach | 13 |
| Jeff Bakalar | 11 |
| Frederick Andrew Brimberg | 10 |
| James Michael Hennessy | 10 |
| Michael Leskinen | 10 |
| Kevin J. Callahan | 10 |
| Jody I. Hrazanek | 9 |
| Omar Aguilar | 9 |
| Andy S. Leinoff | 9 |
- Börse
- Insiders
- Philip A. Schwartz
- Unternehmensverbindungen
